SO to PO

Question

HI, I have a HOW TO question. Is there any way to automatically create a Purchase Order from a Sales Order when certain items or drop ship items are on the Sales Order? Has anyone done this or is this core functionality? 
 
 Thank you. 
 -Robyn

Jen Pitt · Accepted Answer

Hi Robyn, 
 There are a couple ways you can use the "Generate PO From SO": 
 
 As a drop shipment from Vendor to the Customer - Your sales order should be set up as a drop shipment , and the Vendor and Vend Addr should be selected on the Line/Delivery tab 
 As a regular Sales order that will require a PO - Your sales order will be set as Ship and you will have to check the Generate PO on the Line/Delivery tab with Vendor/Vend Addr 
 
 Once you select the appropriate options in Sales Order you can run the task " Generate PO From SO " and select to include which option(s) are appropriate (drop shipments and/or standard orders) We are always adding new Sage 500 blog items to our website, this would be a good one to add, but you can search the many we already have out there here . 
 
 Jennifer

Sage 500

SO to PO

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